trusts and investment portfolios, providing strategic insights and advice.
Manage trusts and investment portfolios, providing strategic insights and advice. Assist in the preparation
Requirements:
clients' investment portfolios, and make recommendations to optimize their financial objectives. Assist clients
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR: FUND OPERATIONS/ASSET MANAGEMENT OPERATIONS IS ESSENTIAL Perform Fund and Portfolio administration including trade execution and reporting. Build and maintain relationships with the internal team, service providers and external service providers, such as:
informed post investment monitoring
informed post investment monitoring